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保时捷为应对压力计划多举措削减成本,为车企转型带来哪些启示?
Zhong Guo Qi Che Bao Wang·2025-07-25 09:35

Core Viewpoint - Porsche is facing significant challenges due to declining market demand and rising tariffs in the U.S., prompting the company to implement cost-cutting measures to enhance profitability and adapt to market changes [2][4][10] Sales Performance - Porsche's global sales have decreased by 6% year-on-year in the first half of 2025, with total sales of 146,400 vehicles. North America saw a 10% increase in deliveries to 43,600 units, while sales in Germany dropped by 23% to 16,000 units, and in China, deliveries fell by 28% to 21,300 units [4] Cost-Cutting Measures - The company plans to explore various cost-reduction strategies in the second half of the year, including potential layoffs and negotiations with unions to improve profitability. The target is to increase operating profit margins to 15%-17% from the current 8.6% [4][10] Industry Challenges - The automotive industry is undergoing a significant transformation towards electrification and smart technology, posing structural challenges for traditional brands like Porsche. The competition from electric vehicle manufacturers, including Tesla, is intensifying [6][7] Production and R&D Adjustments - Porsche aims to reduce production costs in Germany by restructuring labor and automating processes. The company is also increasing R&D investments in China to focus on localized needs and enhance competitiveness in smart technology [8][9] Strategic Shift in Electrification - Porsche has adjusted its electrification strategy, moving away from an aggressive target of 80% electric vehicles by 2030 to a hybrid approach. This includes the introduction of a new hybrid model that combines internal combustion and electric power [9] Future Outlook - The company's ability to navigate these challenges and implement effective cost-cutting measures will be crucial for maintaining its position in the luxury car market. The leadership under Oliver Blume will be pivotal in achieving these goals [10]